Itrus Campaign Monitor 2022

Lets talk Itrus Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know totally about campaign well until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Itrus Campaign Monitor

the technical aspects of the integration software our partnership with project screens is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions excellent thanks Ross and say a few more individuals have simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of minutes time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to know a bit about you people are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have a lot of people on the webinar can really see the responses can be found in thick and quick we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay appear like well practically everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like all right yeah I believe that’s basically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are currently using the port so that’s really terrific to see yeah and a bit of a curiosity going on so some individuals are simply seeking to understand more and yeah somebody looking to connect so yeah that’s actually insightful which really helps us make sure we kind of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the adapter is called we should take a few minutes to inform you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce largely due to its simple setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out email campaigns and determine the outcomes immediately syncing your information in between these 2 effective apps suggests that you’re constantly working with the latest and most precise data nor from within your Salesforce company terrific thanks employer and so just sailor to enter into a bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Itrus Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve really got two slides worth of those so you might find that your concern will be covered because Q&A session however so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you therefore one thing we will not be covering in today’s demo is the real setup and the preliminary admin setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have the integration installed just yet this is a great overview of crucial functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and find out about a few of the ways you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t fret we’re taping this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or two once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Itrus Campaign Monitor

 

own time and ensure you’ve got all the knowings and before we kick off the demo just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our necessary expert enterprise group and unlimited our integration operates at all but the vital addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send out an email campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your company app syncing and ready to send email marketing projects in just a couple of minutes there are also many other advantages to keeping your information consistent between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time develop an email project in campaign monitor and define receivers and send out an e-mail project and view results we’ll also supply a couple of ideas on how to evaluate safely and finally how to get in touch with the Beaufort 12 assistance team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re really eager to sync our information then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various approvals from me you may only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the extra steps of logging in frequently or working throughout several internet browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Itrus Campaign Monitor